Q: What is your opinion of RingCentral's business now and in a post-covid world? Also, how do you think their video business compares to Zoom and Cisco Webex?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I have a position in BAC I have held for a while, sold over the years but still have a good sized position. Do you see any advantage of switching to JPM at current levels. Thank you.
Q: Do you think this is a good entry point for long term hold and do you think Luckin financial fraud and major stock price decline will benefit Starbucks and Starbucks S/H?
Q: Neither of my Cdn bank online brokerages show any new shares for UTX this morning, and UTX now trades as RTX as I understand it. But I'm reading conflicting info on what will happen with my UTX shares. Will they just become RTX? Will I receive spin off shares? A google search doesn't seem to give a clear answer.
Q: I had a limit order in to buy some RTN but because of the United Technologies merger today it was cancelled overnight. RTN now trades under RTX. Would you recommend buying either UTX or RTX (or neither?)at this time and if so at what price ?
Many thanks as always
Many thanks as always
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Apple Inc. (AAPL $263.88)
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Microsoft Corporation (MSFT $396.86)
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INVESCO QQQ Trust (QQQ $601.30)
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Vanguard Information Technology ETF (VGT $731.08)
Q: Could you explain why VGT seems to perform better than QQQ. And why you recommend the latter more often than not.
Thank you.
Thank you.
Q: I bought a half position in this company in January and am looking at buying more with the pullback.
I'm curious if you think the dividend looks sustainable going forward. in 2019 it looks like they payed out more in dividends than they earned.
Your thoughts would be appreciated! Thanks
I'm curious if you think the dividend looks sustainable going forward. in 2019 it looks like they payed out more in dividends than they earned.
Your thoughts would be appreciated! Thanks
Q: Could you please give me your investing opinion on Uber.
Thank you,
Rick
Thank you,
Rick
Q: Hi Peter and team
Do you consder Flir system attractive at the current levels for an entry position?
Thanks
Do you consder Flir system attractive at the current levels for an entry position?
Thanks
Q: Hello Team, Considering the strength and outlook, would you prefer to Add to ZS or you see better opportunities - AAPL, FB, AYX, ROKU, NOW that had dropped in price but offer better risk reward. I own all of these but wanted to add money to 1 or 2. ( without sector consideration) . Thanks
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United Rentals Inc. (URI $863.28)
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Atlassian Corporation (TEAM $82.15)
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Ulta Beauty Inc. (ULTA $706.82)
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Fortinet Inc. (FTNT $81.69)
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ServiceNow Inc. (NOW $105.91)
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The Trade Desk Inc. (TTD $25.26)
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Roku Inc. (ROKU $88.58)
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Stitch Fix Inc. (SFIX $3.37)
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Alteryx Inc. Class A (AYX)
Q: I own all of the above stocks in the 'growth' portion of a well balanced portfolio. I don't need to sell any and the volatility doesn't bother me. Are there any I should sell because their fundamentals have changed in this correction? Any I should add too?
Q: Could you give me your opinion on Tucows. I have a large capital gain on it, but do you see better names to fetch in this market. I was always hoping they come with a breakthru with their mobile network, seems to be taking forever.
thank you.
thank you.
Q: Hi 5i team,
Is there a canadian listed ETF that you'll recommend that invests primarily in US big banks like JPM? When do you think the US financials will recover from the turmoil caused by the pandemic? Thanks.
Is there a canadian listed ETF that you'll recommend that invests primarily in US big banks like JPM? When do you think the US financials will recover from the turmoil caused by the pandemic? Thanks.
Q: Can you tell me what you think of Restoration Hardware... how it is priced (PE etc or whatever multiple you think is relevant), if you like it etc?
It has fallen a LOT (understandably) but I think it could do well once this is over.... also i think a lot of people are spending a lot of time in their house finding things they hate about it and will probably want to do some reno's after this is over!
It has fallen a LOT (understandably) but I think it could do well once this is over.... also i think a lot of people are spending a lot of time in their house finding things they hate about it and will probably want to do some reno's after this is over!
Q: What do you think about nibbling a the Russell 2000 right now? I think it will present a tremendous buy if the markets really drop. Thoughts on this move?
Q: i have owned this stock for 2 years. Looking at the insider buying, The CEO and Chairman have been buying large chunks of shares over the past year (and as recent as last week) as the stock has dropped from +/-$6 to $1.40 .... is it worth a buy at these levels.
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Twitter Inc. (TWTR)
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Rapid7 Inc. (RPD $7.07)
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Alteryx Inc. Class A (AYX)
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Smartsheet Inc. Class A (SMAR)
Q: What is their balance sheet?
Would you buy them and in what order?
Thank you for great service.
Milan
Would you buy them and in what order?
Thank you for great service.
Milan
Q: Hi Folks,
I'm looking to harvest a loss in this account which has a June 30 year end. I have substantial losses in both named companies. In your opinion is this a good plan? Should I re-purchase either or both in 30 days?
Thanks for your help.
Dennis
I'm looking to harvest a loss in this account which has a June 30 year end. I have substantial losses in both named companies. In your opinion is this a good plan? Should I re-purchase either or both in 30 days?
Thanks for your help.
Dennis
Q: Hi Peter and Ryan,
Hope you both well.
Roku is now trading at around $82 and change. From a valuation perspective ,is it now cheap ?
I have a small position in the stock and wanted to add another small position.
Your comments are always appreciated.
Thanks,
Hope you both well.
Roku is now trading at around $82 and change. From a valuation perspective ,is it now cheap ?
I have a small position in the stock and wanted to add another small position.
Your comments are always appreciated.
Thanks,
Q: Recently I've see Docusign coming up regularly when people ask for your top US tech stocks. What has you excited about them?